First Trust TCW Unconstrained Plus Bond ETF $UCON Shares Acquired by TruWealth Advisors LLC

TruWealth Advisors LLC raised its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) by 8.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 795,990 shares of the company’s stock after buying an additional 63,903 shares during the period. TruWealth Advisors LLC owned about 0.63% of First Trust TCW Unconstrained Plus Bond ETF worth $20,035,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of UCON. Goldman Sachs Group Inc. acquired a new stake in shares of First Trust TCW Unconstrained Plus Bond ETF during the 1st quarter valued at about $1,139,000. Bank of Montreal Can acquired a new position in First Trust TCW Unconstrained Plus Bond ETF in the 2nd quarter worth about $42,000. Rockefeller Capital Management L.P. boosted its position in First Trust TCW Unconstrained Plus Bond ETF by 4.1% during the second quarter. Rockefeller Capital Management L.P. now owns 53,635 shares of the company’s stock worth $1,335,000 after purchasing an additional 2,132 shares in the last quarter. Entruity Wealth LLC boosted its position in First Trust TCW Unconstrained Plus Bond ETF by 6.5% during the second quarter. Entruity Wealth LLC now owns 225,970 shares of the company’s stock worth $5,624,000 after purchasing an additional 13,809 shares in the last quarter. Finally, Titleist Asset Management LLC acquired a new stake in First Trust TCW Unconstrained Plus Bond ETF in the second quarter valued at approximately $204,000.

First Trust TCW Unconstrained Plus Bond ETF Stock Performance

First Trust TCW Unconstrained Plus Bond ETF stock opened at $24.74 on Friday. First Trust TCW Unconstrained Plus Bond ETF has a 12 month low of $24.38 and a 12 month high of $25.63. The business has a 50 day simple moving average of $25.15 and a 200-day simple moving average of $25.19.

First Trust TCW Unconstrained Plus Bond ETF Dividend Announcement

The business also recently declared a monthly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 20th were paid a $0.09 dividend. The ex-dividend date of this dividend was Friday, February 20th. This represents a c) dividend on an annualized basis and a yield of 4.4%.

About First Trust TCW Unconstrained Plus Bond ETF

The First Trust TCW Unconstrained Plus Bond ETF (UCON) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund, which broadly invests in various fixed income securities of almost any sector, maturity, or credit quality. UCON was launched on Jun 4, 2018 and is managed by First Trust.